Experience

• 

  Colonial Life

  • United States
  • Insurance
  • 700 & Above Employee

  • District General Agent

    • Jan 2019 - Present

  • Agency Development Manager

    • Jul 2012 - Dec 2018

    Licensed life, Accident and Health Producer in Massachusetts representing Colonial Life. 3-Time Colonial Life Leader's Conference Qualifier. 2-Time Premium Pacesetter Diamond Award Winner. Responsible for all activities as Agency Development Manager for new sales and re-work of existing accounts with their Voluntary Employee Benefits. Working both directly with accounts and in conjunction with the broker of record.

• 

  Group Benefits Strategies

  • Auburn, MA

  • Financial Analyst

    • 2005 - 2012
    • Auburn, MA

    * Gather data from health insurance carriers, stop loss insurance vendors and in-house database to create detailed monthly financial reports in excel for over 25 municipal clients and 5 joint purchase groups tracking claim payments, identifying potential high cost claims and seeking alternative s...

• 

  The Hanover Insurance Group

  • Worcester, MA

  • Business, Marketing, Budget Analyst, Operations Planner, Product Manager

    • Oct 1998 - Dec 2004
    • Worcester, MA

    * Product Manager Disability - worked with multiple departments to create short and long term disability products that was sold through nationwide distribution channel.*Marketing Director - create develop and distribute sales/marketing brochures for Specialty Market department. Negotiate with mu...

• 

  Paul Revere

  • Worcester, MA

  • Sr Analyst

    • Sep 1990 - Sep 1998
    • Worcester, MA

    * Product development of new dental product working with sales, marketing, actuarial and systems departments.* Project Manager of multiple projects including team lead for creating proposal system that sales force used to sell small group insurance. Team included members of the systems, actuary,...